Obermeyer Wealth Partners
AZN icon

Obermeyer Wealth Partners’s AstraZeneca AZN Stock Holding History

Obermeyer Wealth Partners’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.91M Buy
11,705
+70
+0.6% +$11.7K 0.08% 79
2026
Q2 		$2.18M Buy
11,635
+51
+0.4% +$9.6K 0.09% 77
2026
Q1 		$2.28M Buy
+11,584
New +$2.23M 0.11% 70

Other funds holding AZN

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Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $162B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Obermeyer Wealth Partners's AZN Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its AstraZeneca (AZN) stake by 0.6% in Q3 2026, buying an estimated $11.7K and bringing the position to 11,705 shares worth $1.91M. The position accounts for 0.08% of the portfolio, ranked #79.

Obermeyer Wealth Partners first reported a position in AZN in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.28M in Q1 2026. 1,222 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Obermeyer Wealth Partners held 11,705 shares of AstraZeneca worth $1.91M as of Q3 2026.
  • Obermeyer Wealth Partners bought 70 AstraZeneca shares in Q3 2026, an estimated $11.7K.
  • AstraZeneca made up 0.08% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #79 holding.
  • Obermeyer Wealth Partners first reported a position in AstraZeneca in Q1 2026 and has held it in 3 quarters since.
  • Obermeyer Wealth Partners's AstraZeneca position peaked at $2.28M in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.